Tax and Accounting Newsletter
Click the links below to view or download our newsletters.
Tax Payment Calendar:
Monthly Newsletter:
- The CARES Act offers tax relief for businesses
- Current conditions are favorable for cost-effective wealth transfers
- How does the CARES Act affect your retirement accounts?
- Tax Tips
- The SECURE Act: Understand the retirement and estate planning implications
- Is your business a tax shelter?
- An estate plan benefits you and your family
- Tax Tips
- The proper care and feeding of your S corporation: Diligence required to avoid inadvertent termination and loss of tax benefits
- Do you own a closely held family business? Sec. 6166 may help ease the sting of estate taxes
- How to avoid tax scams
- Tax Tips
January/February Newsletter 2020
- "Small" is bigger than ever: Is your business eligible for expanded tax benefits?
- 5 tax-planning tips for retirees
- Keep future options open with powers of appointment
- Tax Tips
November/December Newsletter 2019
- The R&D credit: Are you leaving tax dollars on the table?
- 5 Good reasons to turn down an inheritance
- When it comes to taxes, getting married may cost you
- Tax Tips
September/October Newsletter 2019
- Tax implications of equity-based compensation
- Take it or leave it? How to handle your 401(k) plan when you retire
- Filing a gift tax return regardless of whether it's required may be a plus
- Tax Tips
- Partnerships: If you're audited, will you be ready?
- Examine your withholding allowances today
- The GST tax and your estate plan: What you need to know
- Tax Tips
- The "backdoor" Roth IRA remains open
- Estate planning and business succession planning
- When can you deduct business meals?
- Tax Tips
- Qualified Opportunity Zone: A powerful tax incentive for investors
- Matters of interest: When are interest payments deductible?
- Getting your affairs in order when you're terminally ill
- Tax Tips
January/February Newsletter 2019
- Are your business interest expenses deductible?
- BDIT lets you give away property without losing control
- Relax, but don't forget about taxes: Owning a vacation home requires tax planning
- Tax Tips
November/December Newsletter 2018
- Supreme Court's Wayfair decision: What it means for Internet and mail-order sales
- GST tax exemption has increased, but not permanently
- Got bitcoin? Understand your tax obligations
- Tax Tips
September/October Newsletter 2018
- Are LLC members subject to self-employment tax?
- Ease new itemized deduction limitations using a nongrantor trust
- Know your tax obligations before hiring household help
- Tax Tips
- What's the right structure for your business?
- Putting the brakes on spending
- Tax cost of divorce set to rise in 2019
- Tax Tips
- Tax reform's impact on charitable donations
- Are you personally liable for your company's payroll taxes?
- Gain flexibility with a self-directed IRA
- Tax Tips
- The Tax Cuts and Jobs Act: How will it affect your tax bill?
- Breathe new life into a trust by "decanting" it
- Identity theft and your tax returns: How to protect yourself
- Tax Tips
January/February Newsletter 2018
- Are bad business debts deductible?
- Tax planning for investors: Income vs. Growth
- Higher education is expensive!
- Tax Tips
November/December Newsletter 2017
- How to claim research payroll tax credits
- Restricted stocks: Should you pay tax now or later?
- To file or not to file: What you need to know about filing gift and estate tax returns
- Tax Tips
September/October Newsletter 2017
- Cash vs. Accrual: Are you using the right accounting method?
- 2 homes in different states may result in multi-state taxation
- Building an on-off switch into your estate plan
- Tax Tips
- You can't take it with you: Making the most of tax carryovers
- Does a Roth IRA fit into your retirement plan?
- Independent contractor vs. employee: Worker classification matters
- Tax Tips